See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,798 | $159,602-26.2% | $150,045-21.5% | $142,382-17.3% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 15.79% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,765 | $4,961-44.3% | $4,693-41.1% | $4,299-35.7% |
| Participant deferral / active EE | $7,804 | $8,310-6.1% | $7,997-2.4% | $6,507+19.9% |
| Admin fee / account holder | $855 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |